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Manage Online Orders with Square for Retail

With the Square Online, you can create a professional website to showcase your items online and accept payments with Square. Spend less time setting up your online store and more time focusing on your business.

If you are new to both Square Online and Square, you can even save account verification for later, and start taking payments right away with activación temporal.

Get Started

If you already have a Square for Retail Free or Square for Retail Plus subscription, you can get started right from your online Square Dashboard:

  1. Visit the Online section of your online Square Dashboard.

  2. Click Get Started For Free.

From here, you’ll have the option of importing your items and categories to start creating your Square Online site. You can also create your items and categories from scratch.

Note: By default, the fulfillment type for all items will be set to shipping. If you want to accept pickup orders, be sure to update the accepted fulfillment type for each item. You can set all items to pickup by visiting your Vista general de Ventas en línea Square > Settings > Pickup & Delivery > Advanced Settings. From here, you can create default settings for your fulfillment types.

Manage Orders from Your Dashboard

Once you set up Ventas en línea Square for your Square for Retail Free or Square for Retail Plus account, you’ll be able to sell online and manage your customer orders directly from the Orders tab of your online Square Dashboard.

You’ll also have the option to manage your orders from your Online Store dashboard. Learn more about Ventas en línea Square.

Keep in mind: To cancel an order, you’ll need to head to the Vista general de Ventas en línea Square or Square for Retail app.

Square Online offers two fulfillment types: Pickup or Shipping.

By default, items will only be available for shipping. If you’d like to offer a pickup option as well, just make sure to enable each applicable location from your Square Online Overview page.

Pickup Orders

If a customer purchases an item from your online store, they can pick it up from a brick and mortar location. Keep in mind: Items sold online will default to shipping for the fulfillment type. Enable each location you’d like to accept pickup orders from your Square Online Overview page.

To manage pickup orders from your online Square Dashboard:

  1. Head to the Orders tab of your online Square Dashboard.

  2. From here, you’ll see a list of your orders. You can use the filters to view Active, Completed, or All Orders. Once you’re ready, click on an order to take action.

  3. If you’re ready for your customer to pick up an order, click Mark as Ready.

  4. Once your customer picks up their item(s), locate the order and select Mark Picked Up.

Shipment Orders

To manage shipment orders from your online Square Dashboard:

  1. Head to the Orders tab of your online Square Dashboard.

  2. Locate and select the New order to view the order details.

  3. Click Mark as In Progress. The order status will update to In Progress.

  4. Once you’ve completed the order, you can update the status by selecting Mark Shipped.

  5. Next, add the shipping carrier and include a tracking number or click Skip Tracking. Note: When you add the carrier and tracking number from your Square Dashboard, the information will not appear in your Square Online Overview page. However, if you add the shipping information on your Square Online Overview page and you’re subscribed to a paid tier of Ventas en línea Square, the carrier and tracking number will populate in your Square Dashboard.

  6. Once you’re all set, click Save.

Once you complete an order, you can View Transaction Details. Since customers will be charged as soon as they complete the checkout flow in Square Online, your transaction details will reflect the time your customer placed the original order.

Learn more about getting started with Square for Retail.

Bulk Actions for Orders

In your Square Dashboard, you can take action on multiple orders at once to make sure your orders are accurate and up to date. To do so:

  1. Head to the Orders tab of your online Square Dashboard.

  2. Click Edit Orders and select each order that you would like to edit.

  3. Click Mark as complete for orders that have been completed.

  4. For shipments, you’ll be prompted to provide a tracking number and carrier name for each order > press Save. Click Skip if you do not want to provide this information.

  5. Click Done editing once you are finished updating your orders.

Once your orders are updated, you’ll see the Status column update accordingly.

Manage Orders from the Retail App

You can accept and manage your Pedidos de Ventas en línea Square directly from Square for Retail Free or Square for Retail Plus.

Manage Orders from the Retail App

Pickup Orders

To manage pickup orders:

  1. Tap the three horizontal lines to bring up the Main Menu > Orders > Pickup. You’ll see each pickup order listed, along with the time elapsed since the original order was placed.

  2. Tap an order to bring up the details page and click Mark as In Progress. The order status will update to In Progress.

  3. Once you’re ready for your customer to pick up the items, tap Mark as Ready.

  4. Once your customer picks up their order, tap Mark as Picked Up.

Shipment Orders

To manage shipped orders:

  1. Tap the three horizontal lines to bring up the Main Menu > Orders > Shipment.

  2. Tap an order to bring up the details page and click Mark as In Progress. The order status will update to In Progress.

  3. When you’re ready to ship out your customer’s items, tap Marked as Shipped. Confirm which items you’ll be including in the order. Enter the package tracking number and select a carrier, or tap Skip Tracking.

You can view historical completed orders in the Completed tab at any time.

Create Orders from the Retail App

You can view, fulfill, and cancel online orders directly from Square for Retail Free or Square for Retail Plus. However, at this time, you’re unable to create orders from Square Register.

Pickup Orders

To create pickup orders:

  1. Select an item to Add to Cart.

  2. Tap Create Order.

  3. Add Customer and select an existing customer or create a new customer.

  4. Under Fulfillment Method select Pickup.

  5. From the Pickup Details, select an estimated pickup date and time.

  6. Tap Done > Charge.

Shipment Orders

To create shipped orders:

  1. Select an item to Add to Cart.

  2. Tap Create Order.

  3. Add Customer and select an existing customer or create a new customer.

  4. Tap Add Fulfillment.

  5. Select Shipping.

  6. Under Fulfillment Details, select or create a shipping address and apply a shipping fee.

  7. Tap Done > Charge.

Note: Taxes pre-applied to items will not include a local tax for items shipped out of your area. If a tax isn’t already applied to your selected item(s), you will see a prompt to add a custom tax or existing tax. Custom taxes will have an automated name based on the customer’s delivery address.

Cancel Orders

You can cancel specific items for an order, or the entire order, directly from Square for Retail Free or Square for Retail Plus.

To get started:

  1. Tap the three horizontal lines to bring up the Main Menu, tap Orders > Active.

  2. Tap on the order you would like to cancel > Cancel Items.

  3. Select the items to refund, or tap Select All > Next.

  4. Choose a reason for the cancellation:

    • Item(s) Not in Stock

    • Customer Cancellation Request* Other

  5. Tap Cancel Order.

  6. Next, choose to issue your customer a refund or to cancel the order without refunding.

Payments and Reporting

Once a customer places an order from your Square Online site, Square automatically collects payment before you mark the order as complete. Your customers will receive an email confirmation once they’ve finished the payment flow. Square receipts will not be automatically generated for your customers, but you’re able to issue a Square receipt at any time from your online Square Dashboard.

Payments processed with Square Online will appear in the transaction history on your online Square Dashboard. Your payment history on your Dashboard offers an itemized breakdown of stock sold for both in-store and online sales. Learn more about viewing and downloading your Square payment history online.

If you cancel an item or order, your customer will automatically be refunded. Canceled orders will reflect as a custom amount refund and will not update your inventory levels for the included items.

Learn more about cómo procesar reembolsos con Square.

Fees

In addition to your Square for Retail Plus subscription cost, you’ll pay a 2.9% + $0.30 transaction fee when your customers place an order online. If you’re using Square for Retail Free, you will still pay a 2.9% + $0.30 transaction fee with all associated orders.

Learn more about precios de la suscripción al nivel pago de Ventas en línea Square.

Manage Your Subscription

To manage your Square Online subscription, visit your Square Online Overview page > click the name in the upper right corner > select Account & Settings > My Services.